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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Equity ETF

An exchange-traded fund that is comprised of a set of stocks.

Margin call

Learn what a margin call stands for in financial terms.

Wall Street

A street in New York that became a figure of speech for the financial markets of the US.

Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Income statement

A summary of a company's income and expenses over a set period of time.

Capital

Learn what financial capital means

Running yield

The annual interest payment (dividend) divided by the current market price of a bond.

Yield curve

A graphical representation of interest rates over time

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